News Room

People have many reasons for wanting to make charitable contributions that will have an impact outside the United States. Some are responding to natural disasters; others seek to alleviate problems in countries they have visited.

A recent study showed that 77 percent of children age 17 and younger were not aware of the charitable giving of their parents or were not sure of how or to whom their parents give. If children do not know of their parents’ charitable giving, the children [...]

In the past we discussed how you can create a new lifestyle by moving to a different part of your own city. But as a retiree, you may have an even bigger change in mind. Many retirees move to completely different parts of the country or even to foreign [...]

Are you paying attention to the fees that are being withdrawn from the mutual funds you own? All mutual funds charge investors internal management fees, commonly referred to as the expense ratio, that are assessed as a percent of how much money an [...]

Something I hear frequently from potential clients and new clients is: “I’d like to be more generous with my money, but I have to worry about my own family first.” It’s a perfectly logical sentiment. But as clients stay with us over time, I notice it’s [...]

A client asked me the other day about interest rates and how they could impact his savings. These days, and when the Federal Reserve has its monetary policy meetings, the media’s most prominent question is: Will they raise interest rates?

Choosing a wealth manager who you can trust with your financial future is one of life’s most important decisions. That’s a strong statement, but a good financial advisor can help grow your wealth just a few percentage points faster than you otherwise [...]

Everyone appreciates the value of philanthropy. Now it is becoming easier than ever to give to your favorite charitable cause. Several financial service organizations, such as Fidelity and Vanguard, have addressed this issue by offering programs that [...]

As someone who has received thousands of inquiries from people seeking a financial advisor, I can confidently say most advice-seekers aren’t well prepared to meet with an advisor. People tend to react to what an advisor says, rather than ask purposeful [...]

Whenever I tell clients that I have something that will help them to educate their children about money, most of them are eager to listen. By teaching children the fundamentals of money management, a parent can help them make sound financial decisions as [...]